See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,697 | $159,901-24.5% | $146,958-17.9% | $145,922-17.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.92% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $7,339 | $5,286+38.8% | $4,933+48.8% | $4,660+57.5% |
| Participant deferral / active EE | $13,308 | $8,428+57.9% | $8,070+64.9% | $6,688+99.0% |
| Admin fee / account holder | $506 | $15,044-96.6% | $12,998-96.1% | $13,397-96.2% |